1. 光通信: LITE, COHR, GLW, CIEN
2. 存储: SNDK, MU, WDC
3. 半导体: AMAT, ASML, LRCX, TSM
4. AI基建: GEV, CAT, VRT(千百度)
1. 光通信: LITE, COHR, GLW, CIEN
2. 存储: SNDK, MU, WDC
3. 半导体: AMAT, ASML, LRCX, TSM
4. AI基建: GEV, CAT, VRT(千百度)
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VRT 也很强势
-云起千百度-
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03/09/2026 postreply
08:54:10
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in this list, I have LITE, GEV, MU, SNDK
-三心三意-
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03/09/2026 postreply
09:11:00
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再加上NVDA, AVGO, VST,基本上形成了芯片,存储,光通,电力的闭环
-三心三意-
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03/09/2026 postreply
09:14:00
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NVDA/AVGO/VST的技术指标目前还没有达到我的标准, 所以暂时还进不了观察名单
-低手只会用均线-
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03/09/2026 postreply
09:23:44
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能说说什么指标达不到?
-Blueview2026-
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03/09/2026 postreply
11:29:18
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今天加了mu lrcx
-gastank1289-
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03/09/2026 postreply
09:12:19
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我有LITE, LRCX, TSM, MU和SNDK
-lionhill-
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03/09/2026 postreply
09:55:22
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